IFP Advisors’s Suburban Propane Partners SPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.5K Hold
1,000
﹤0.01% 2591
2025
Q1
$21K Sell
1,000
-350
-26% -$7.35K ﹤0.01% 2269
2024
Q4
$23.2K Hold
1,350
﹤0.01% 2177
2024
Q3
$24.2K Buy
1,350
+350
+35% +$6.28K ﹤0.01% 2071
2024
Q2
$19K Sell
1,000
-150
-13% -$2.85K ﹤0.01% 2110
2024
Q1
$23.5K Buy
1,150
+1,000
+667% +$20.4K ﹤0.01% 1897
2023
Q4
$2.66K Sell
150
-300
-67% -$5.33K ﹤0.01% 2606
2023
Q3
$7.22K Hold
450
﹤0.01% 2386
2023
Q2
$6.66K Hold
450
﹤0.01% 2436
2023
Q1
$10.6K Sell
450
-368
-45% -$8.65K ﹤0.01% 2260
2022
Q4
$21K Buy
818
+307
+60% +$7.88K ﹤0.01% 2853
2022
Q3
$13K Buy
511
+7
+1% +$178 ﹤0.01% 3475
2022
Q2
$13K Hold
504
﹤0.01% 3217
2022
Q1
$13K Buy
504
+354
+236% +$9.13K ﹤0.01% 3217
2021
Q4
$2K Hold
150
﹤0.01% 2788
2021
Q3
$2K Hold
150
﹤0.01% 2838
2021
Q2
$2K Hold
150
﹤0.01% 2755
2021
Q1
$2K Hold
150
﹤0.01% 2680
2020
Q4
$2K Hold
150
﹤0.01% 2636
2020
Q3
$2K Hold
150
﹤0.01% 2491
2020
Q2
$2K Sell
150
-277
-65% -$3.69K ﹤0.01% 2403
2020
Q1
$6K Sell
427
-46
-10% -$646 ﹤0.01% 1987
2019
Q4
$10K Sell
473
-110
-19% -$2.33K ﹤0.01% 1925
2019
Q3
$14K Buy
+583
New +$14K ﹤0.01% 1925
2019
Q1
$19K Sell
877
-4,224
-83% -$91.5K ﹤0.01% 1375
2018
Q4
$99K Sell
5,101
-17,523
-77% -$340K 0.01% 1198
2018
Q3
$532K Buy
22,624
+240
+1% +$5.64K 0.02% 636
2018
Q2
$526K Buy
22,384
+1,825
+9% +$42.9K 0.02% 640
2018
Q1
$498K Hold
20,559
0.02% 628
2017
Q4
$498K Sell
20,559
-750
-4% -$18.2K 0.02% 626
2017
Q3
$556K Buy
21,309
+1,187
+6% +$31K 0.02% 647
2017
Q2
$479K Buy
20,122
+2,954
+17% +$70.3K 0.02% 696
2017
Q1
$463K Buy
17,168
+1,106
+7% +$29.8K 0.02% 716
2016
Q4
$483K Buy
16,062
+6,729
+72% +$202K 0.02% 629
2016
Q3
$311K Buy
9,333
+707
+8% +$23.6K 0.02% 795
2016
Q2
$288K Buy
8,626
+7,749
+884% +$259K 0.02% 805
2016
Q1
$19K Sell
877
-9,926
-92% -$215K ﹤0.01% 1375
2015
Q4
$263K Buy
+10,803
New +$263K 0.02% 722